||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Eco Animal Share Discussion Threads
Showing 676 to 698 of 700 messages
|We'll put, thank you very much, Au. More to look forward to, clearly.
Tejo, on the iii board, says "The regulatory approval for Aivlosinby the Thai authorities,is, in my view, of great sigtnificance because it should open up the whole Asian market. This is because Thailand is a top poultry producer and their approval will very likely lead to approval in most, if not all, Asian countries."
Remember my post 666 back in early August. They're undertaking some property development as well. Very enterprising!|
|Some countries (and I'm not entirely sure if Thailand is one of them) will use the EU approval as a basis for approving the product in their country. They rely on the fact that the data requirements and evaluation process in Europe is extremely thorough such that, if the EU approve it, they will be very likely to approve it. Thus, rather than a full in-depth evaluation over a number of years (as per the EU), the approval is more of an administrative process. Its a form of mutual recognition and often exists between OECD and non-OECD countries. I think there are also mutual recognition agreements in place between other Asian countries (ASEAN - Association of South East Asian Nations) so the approval in Thailand may help expedite other approvals in the region|
|Not quite sure what you are saying, Au. Do you mean that once a European approval is given, other jurisdictions/authorities are less likely to scrutinise an application very thoroughly and more like to accept a new registration? Or rather that, once the work of drawing up the paperwork for the first submission is done, it neels very little extra effort to submit it to other countries/markets?
Anyway, the fact that " ECO has begun the process of submitting the Aivlosin® regulatory files for the treatment of layers in numerous other key egg producing markets" means we can expect a continuing flow of encouraging news in due course.|
|Today's news is a good example of how you can leverage the EU registration in other countries. Its good to hear that more egg laying registrations are to come|
|Another interesting jump today. As Hydrus notes, the falling pound will only enhance an already rapidly improving bottom line|
|Exchange rate got to be a big plus here considering the invoice pretty much all their revenue in dollars|
|I have heard of them but bit too blue sky for me, I mainly focus on profitable companies|
|I reckon Nanoco (NANO) ought to be on that list. Do you know them Hydro? They're a world leading nanotechnology company.
I now see that the Telegraph today also talks of 'a huge £120 million govt cash injection' going into research in artificial intelligence and in nanotechnology.|
|Clinigen (healthcare,), Patisserie Holdings (owns Patisserie Valerie), and 3 others I didn't know of - Blue Prism ( robotics software, but it's technology 'has limited patent protection'), Eckoh, a 'secure payment'company growing at 20% p.a.'and Vitrex ( supplier of high performance plastics to specialised markets in medical, aerospace, automotive, oil and gas).|
|Thanks - out of interest what were the others?|
|The D Telegraph today looks at 6 British companies that 'could emulate the huge share price gains made by the tonic water maker Fever Tree'. EAH is picked out as one of them!! A bit ott, I would have thought, but a nice show of confidence anyway.|
|Thanks for that, Au.|
|Yes they do. They have their own manufacturing facility in China. I remember a number of rns releases a few years back when they were gmp acredited by FDA, Eu,Japan and others.|
|Do they produce all their Aivlosin themselves, Au, or do they partially or wholly use contract manufacturers?|
|I guess another consideration is infrastructure. Assuming they have sufficient production capacity, then the large increase in sales appears to be being delivered by the existing infrastructure and therefore without too much additional cost. If regulators move towards selectively authorising molecules with a very low residue profile then Aivlosin may well be quite future prof assuming no issues with resistance. This has to be an attractive proposition for the bigger players in the sector.|
|Peter Laurence commented at recent AGM that the first 5 months of year were significantly higher than previous year; also benefiting from Brexit / £Sterling fall with its +90% transactions in forex.|
|If exceptional costs start to unwind then I guess that could help anyway as you highlight|
|It's a high quality company which appears to have commenced a period of extended rapid growth. If profits are rising 40% plus then the PE isn't at all stretching.|
|JIGSAW47, on the iii site, says
"Brokers have today reiterated a buy recommendation with a target price up from 450p to 550p but "continue to see significantly higher value as the business grows and given its strategic value."
He also says "PE is the wrong measure to judge as it includes amortisation of the costs of regulatory approvals that are in reality a growing and substantial asset and increasingly so as sales accelerate." I suppose that's a sensible view. What do others think?|
|Yes, fantastic update. Just wish I'd bought more of these when I did at 93P. Oh well, at least I haven't sold any yet. May sell a few at some point relatively soon. I'd love to see a robust valuation of this company. We all know its great, but no idea how much it's really worth to a major.|
|Great company here, well done Peter Lawrence and team! They have something very special! However how much longer can this company stay independent??? Particularly given the exchange rate makes it much cheaper for s foreign buyer......|
ENJOY YOUR DAY AND WEEKEND|
|Some rise today! I bought back in a few weeks ago at 425 and really didn't expect such a rise so soon. I now hold these in an ISA so will be keeping them for the long- haul for retirement......only 13 years to go!|